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DIY investors less satisfied with their firms: J.D. Power

Self-directed firms will need to resolve website problems quickly if they want to keep new clients

Emotional Stress, Bankruptcy, Finance
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KYC in a dangerous time

Is a crisis the right time to review risk tolerance?

Background of Canadian money: 5,10,20,50,100 dollar bills and coins, loonie, toonie, quarter, dime, nickel, penny
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Advisors add 2.88% in value, study finds

Activities like rebalancing and behavioural coaching can generate additional returns, finds Russell Investments

  • By: Staff
  • May 7, 2020 May 6, 2020
  • 09:00
Couple getting financial advice from consultant at home
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Ontario court grants flexibility to debtors

Residents who have filed for insolvency will have more latitude during the pandemic

Couple calculating financial savings on internet
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Advisors don’t skip a beat — or a meeting — during Covid-19

For many, connecting with clients conveniently has always been part of the game plan

Senior woman websurfing on digital tablet
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Crisis provides opportunity for prospecting online

Webinars replace seminars as advisors look to demonstrate value

red emergency button
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Emergency fund advice in a time of crisis

Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know

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How to redirect your printed copy of Advisor’s Edge

If you’re not going to the office, our team can help you

  • By: Staff
  • April 1, 2020 May 13, 2020
  • 10:21
senior woman with laptop
Technology

How to hold compliant virtual meetings

Tips for video-conferencing with clients

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Can these parents-to-be afford a house?

With a child and a possible career change on the way, this couple needs a financial plan

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Client Confidential: Jill Heinerth

A cave diver discusses death and taxes

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What industry change would you like to see?

Industry talk with new and veteran advisors

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Client coaching for the 24-hour news cycle

Sorting through the flood of information is a way to add value

Financial innovation comes with stability risks, C.D. Howe paper says

The report said regulators should consider the impact of easier credit, especially as it relates to mortgages

Global fintech ranking shows importance of emerging cities

Five Canadian cities ranked in the top 100

  • By: Staff
  • December 4, 2019 December 4, 2019
  • 12:17

More markets dipping their toes into open banking: report

But innovation comes with risks, the Basel Committee warns

What cheap investing means for Canada

The regulatory regime has not caught up to investors’ needs

We are all home workers now

Tips for staying focused — and sane — in your new home office

Advisors share client reactions to market downturn

Some clients wonder if it's time to buy

IIROC’s revised CE rules to take effect Jan. 1

Advisors could face suspensions if their firms don’t report credits on time

FP Canada Institute launches education programs

Programs will be mandatory for those seeking the CFP

  • By: Staff
  • October 2, 2019 October 2, 2019
  • 10:56

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 March 19, 2019
  • 00:00

Help retired clients avoid high-pressure sales tactics

Be sensitive to the psychology and life-stage perspective of retirees

  • By: Al Emid
  • November 6, 2013 December 9, 2019
  • 07:00

Advisors can do more to help their clients relax in retirement

Retirees are re-assessing how they deal with financial markets

  • By: Al Emid
  • October 30, 2013 December 9, 2019
  • 07:00

The whole picture: Understanding the needs of aging clients

The process of aging can take its toll